Roger Gervais

Roger Gervais, CFA, CPWA®, is a seasoned Family Wealth Advisor at Baird, where responsibilities include comprehensive wealth advisory services since June 2009. Prior to this role, Roger served as a Senior Investment Consultant at Baird. From 2001 to June 2009, Roger held positions at Rockwell Automation, including Manager of Commercial Engineering, overseeing a global sales and marketing organization, and Systems Engineer, focusing on key account management and customer relations. Roger earned an MBA in Finance from Concordia University-Wisconsin between 2008 and 2010 and a BS in Engineering from the University of Maine from 1996 to 2001.